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Wells Fargo Reiterates “Overweight” Rating Global Payments (GPN) With $105 PT; Views 10%+ Pullback As Overdone

Global Payments Inc. (NYSE:GPN), with a forward P/E of 4.81x and upside potential of 28.90%, is among the top 10 lowest forward P/E stocks in the S&P 500.

The stock has faced sharp selling pressure in recent sessions, but multiple Wall Street analysts are pushing back on the move, arguing the market has overreacted to estimate noise rather than any fundamental shift.

On June 4, 2026, Wells Fargo analyst Jason Kupferberg said Global Payments Inc. (NYSE:GPN) shares were lagging peers and that the firm views the 10%-plus pullback as overdone. The stock fell over 13% on June 3, 2026.

As far as Wells Fargo knows, there has been no change in management’s messaging on the second quarter or full year 2026, with the firm characterizing the sell-off as an overreaction to a couple of overdue sell-side estimate cuts. Wells Fargo maintained an “Overweight” rating and a $105 price target.

That followed two analyst updates on June 3, 2026.

Susquehanna cut its price target on Global Payments Inc. (NYSE:GPN) to $111 from $119, keeping a “Positive” rating, after updating its model based on a closer review of public transcripts and travel assumptions. The firm trimmed its second-quarter growth assumption to 3.2%, second-half growth to 5%, and full-year 2026 growth to 4%.

Mizuho, meanwhile, reiterated an “Outperform” rating and an $110 price target, calling concerns about downward revisions overblown.

Mizuho noted that Global Payments Inc. (NYSE:GPN)’s CFO reaffirmed guidance at a conference on May 20, 2026, including roughly 100 basis points of headwind from Middle East operations and tax impacts. The firm estimated approximately 3.5% top-line growth in the second quarter and margins of around 42%, figures it said are roughly in line with guidance.

Global Payments Inc. (NYSE:GPN) provides payment technology and software solutions for card, check, and digital-based payments across the Americas, Europe, and the Asia-Pacific.

While we acknowledge the risk and potential of GPN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GPN and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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